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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,774 | $138,385-22.8% | $184,243-42.0% | $80,925+31.9% |
| Participation rate | 62.5% | 83.9%-21.4pp | 86.8%-24.3pp | 67.7%-5.2pp |
| Annual return | 31.41% | 20.02%+11.4pp | 28.82%+2.6pp | 35.65%-4.2pp |
| Employer contribution / active EE | $2,468 | $4,851-49.1% | $6,427-61.6% | $2,756-10.5% |
| Participant deferral / active EE | $4,159 | $7,075-41.2% | $9,132-54.5% | $4,299-3.2% |
| Admin fee / account holder | $689 | $10,489-93.4% | $13,914-95.0% | $6,940-90.1% |